Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Roberts has been in the financial industry since 1986 and is currently registered with LPL Financial LLC as an investment advisor representative. Robert Roberts has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Robert Roberts is also registered as an Investment Advisor Representative with the state of Kentucky. Robert Roberts provides a variety of financial services including portfolio management, financial planning, and investment consulting. In addition to his work at LPL Financial LLC, Robert Roberts is also involved in other business activities including Roberts Insurance and Investments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
11/03/2016 - Present
LPL Financial LLC (RICHMOND KY)
KY
01/02/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (RICHMOND KY)
KY
10/01/1997 - 12/31/2007
AMERICAN GENERAL SECURITIES INCORPORATED (RICHMOND KY)
NY
04/02/1997 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
KY
04/24/1987 - 04/03/1997
ALEXANDER INVESTMENT SERVICES CO. (LOUISVILLE KY)
NA
03/25/1986 - 12/03/1991
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Roberts is the right advisor for you? Invested Better is here to help.
